Quick Read – Micron’s 85% gross margin beats Meta, Microsoft, and Alphabet, which is remarkable for a hardware maker that posted negative margins just three years ago. – Tim Cook called today’s memory pricing a “hundred-year flood” as just three companies control roughly 90% of…
vanced AI memory supply. – Micron shares have already dropped 36% from their peak, but industry forecasts project tight HBM supply through 2027, sustaining pricing strength. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn’t make the cut. Grab the names FREE today
Artificial intelligence has done more than ignite a spending boom. It has reshaped who holds the pricing power across the technology industry. For years, the biggest profits flowed to software platforms and internet giants with low operating costs and recurring revenue.
Today, the companies building AI infrastructure are discovering that some of the biggest winners are the suppliers making the critical components no one can do without. That shift has turned memory maker Micron Technology (NASDAQ:MU) into one of the AI era’s biggest beneficiaries, but it also raises an important question for investors: just how long can these extraordinary profits last? AI Has Turned Memory Into A Strategic Asset Meta Platforms (NASDAQ:META), Alphabet (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT) continue pouring hundreds of billions of dollars into AI infrastructure because the payoff could redefine their businesses for years to come.